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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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625 results found

  1. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  2. Hide rows in a pricing table

    17 votes

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  3. 4 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  4. The ability to edit the pricing table formatting in the template when using the data merge feature

    5 votes

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  5. 2 votes

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  6. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  7. Ability to add references to the pricing table.

    9 votes

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  8. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    57 votes

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  9. split the pricing table cost into 2 document values

    3 votes

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  10. Price locking in products in catalog

    2 votes

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  11. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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  12. Make the Document Value Required to fill out instead of it being option

    1 vote

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  13. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    45 votes

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  14. document value should be changed to the paid amount

    3 votes

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  15. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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  16. 42 votes

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  17. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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  18. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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  19. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


  20. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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